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Who will buy Tivo for scrap?







Who will buy Tivo for scrap?

Who will buy Tivo for scrap? 02/05/2005 10:16 PM

OK, I have to admit it. Tivo's goose is cooked. I've been a Tivo user for years, and like most Tivo owners, I absolutely love the product. I've been convinced since I first plugged it in that some day, all TV would work like this. And I'm still convinced of that. Television as a fixed schedule grid determined by networks and cable operators is doomed. User control is the future of TV.

Unfortunately, Tivo the company hasn't done as well as Tivo the idea, or Tivo the product design. The latest bad news is that Marty Yudkovitz, the ABC veteran brought in as President, is resigning. This after Mike Ramsay announced he would step down as CEO. Maybe someone else will come in and pull off a miraculous turnaround, but it seems unlikely. Cable operators and companies like Microsoft are launching their own digital recorders (DVRs), limiting Tivo's growth prospects.

Tivo, though, still has two big assets. I'm reasonably confident those assets will be valuable enough for one of the major industry players to purchase, or perhaps a consortium. The assets are Tivo's brand, and its patents.

Like Google, Tivo has reached "verb" status as a technology brand. People talk about "Tivoing" programs, because they associate the name with the whole concept of DVRs. That's worth a lot, even to a company that plans to scrap Tivo's actual technology. Just ask the good folks at Roxio, er, Napster.

Perhaps even more significant, though, is Tivo's intellectual property. I don't know exactly what patents Tivo holds, but it has a significant portfolio of assets, because it has been in the game so long and innovated in so many areas. Big interests that want to compete in the video space -- and that, today, means some very big interests -- won't want to be on the other side of those patents. We saw a similar story recently with Intertrust, which held key digital rights management patents that led to an acquisition by Sony and Philips.




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Who will buy Tivo for scrap?

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Following up on yesterday's post about NBC's apparent attempts to b0rk potential TiVoers of the Friends finale, BoingBoing reader Douglas Clark says,
I am a loyal Tivo user and Tivo did send out a message alert to users about the Friends episode. It was more along the lines of "if you manually extend the time of a recording, you may miss the beginning of the friends final episode." I find that Tivo is pretty good about catching unusual start times and other wonky tricks the networks play. The previous comment about HUT and ratings was right on the money...
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Tech maven Meg Hourihan adds, "Even weirder is that I got a message on my Tivo warning me that the finale of Friends would have abnormal times. The message warned that if I wasn't just using the automatic "start on time" and "end on time" settings (i.e. I manually set the start time as 8 PM) that I might miss some. What makes things weirder and worse is that Tivo still didn't record the whole show! I made sure my settings were what the message instructed, and happened to watch the show live. Tivo kicked in to record at 8:59 PM (which is what it listed the start time as) but stopped at 9:59! According to the time on my digital cable box, the program didn't end until 10:03 PM. So if I hadn't watched it live, I would have missed the last four minutes. Seems like a major screw-up on Tivo's part, especially after sending out that message!"

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Reuters is running a story about Intel that is chocked full of goo info, including information that their 'Manitoba' mobile chipset has finally found a customer in mmO2 Pic (the Manitoba came out two years ago, to little fanfare, let alone actual adoption by phone manufacturers). But the big news is that Intel will be working with Tivo to provide Tivo-to-Go functionality in future laptop chipsets, like their popular Centrino.

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Does anyone have an MP3 of the song "Tivo, My Tivo" from the off-Broadway [hit | miss] The Gayest Straight Man Alive? Because I'd really like to hear it. Also, could someone explain what "surprisingly straight" means? Is that, like, no dicks at all? Not even your own? (Thanks, Peter, for the "tip.")
Read [NYTheatre]

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Who doesn't like TiVo? 04/09/2004 04:11 PM
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